Iron Horse Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $323 Million distributed in 591 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $35.8M, Jp Morgan ETF Tr Ultra Short I with a value of $35M, Vanguard S&P 500 Growth ETF with a value of $34M, Vanguard Ftse Developed Market with a value of $23.1M, and Spdr S&P 500 ETF Trust with a value of $23.1M.
Examining the 13F form we can see an increase of $27.2M in the current position value, from $295M to 323M.
Below you can find more details about Iron Horse Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$323 Million
ETFs: $303 Million
Financial Services: $5.6 Million
Technology: $2.97 Million
Industrials: $2.49 Million
Healthcare: $1.83 Million
Consumer Defensive: $1.47 Million
Consumer Cyclical: $1.21 Million
Communication Services: $1.07 Million
Other: $2.47 Million
Stock Holdings Table Market Cap. of $200 Billions or more
